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Northwest Financial Advisors’s Brighthouse Financial BHF Stock Holding History

Northwest Financial Advisors’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8
Closed -$360 – 155
2024
Q3 		$360 Buy
+8
New +$359 ﹤0.01% 531
2024
Q1 		– Sell
-8
Closed -$423 – 133
2023
Q4 		$423 Buy
+8
New +$397 ﹤0.01% 534

Other funds holding BHF

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwest Financial Advisors's BHF Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Brighthouse Financial (BHF) in Q4 2024, closing a stake of 8 shares — an estimated $360 sold.

Northwest Financial Advisors first reported a position in BHF in Q4 2023 and held it in 2 quarters. The position peaked at $423 in Q4 2023. 410 funds tracked by Wall St. Rank hold BHF as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Brighthouse Financial position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 8 Brighthouse Financial shares in Q4 2024, an estimated $360.
  • Northwest Financial Advisors first reported a position in Brighthouse Financial in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Brighthouse Financial position peaked at $423 in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Brighthouse Financial as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.